Oren Zeev

speaker

727 appearances 1 recordings 1 series first heard Feb 2026 last heard 2 Feb

Oren Zeev’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Feb 2026 with 1.

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: 50% of Funds Will Go Out of Business | Why Growth Expectations Today are BS and Will Not Last | Why Oren Zeev Takes $0 Management Fees But 30% Carry | Why GPs Should Not Tell LPs Their Strategy · 2 Feb 2026 podcast

Because, you know, the technology, okay, so someone can develop the technology, but technology is 5% of it.

You know, you have so many other things.

Data.

Data is so important, especially in the age of AI.

And who has the most data?

The incumbents.

So the bottom line is, I think this notion that all the incumbents are going to die, you know, this notion that is being promoted by some people who I think whose main motivation is to make provocative statements and get attention as thought leaders.

I don't buy it.

I think that, yes, of course, there's the change of technology and some companies that are not going to be able to adapt for both objective reasons, like the one that I mentioned, and also execution reasons.

I mean, some CEOs are just going to be faster and more crisp in adapting the companies.

Of course, if you continue to do nothing different, you're going to die.

But that's always been true.

I have, specifically with Navant, I have zero concern.

And I think that in general, many companies are not easy to disrupt.

And as long as they don't fall asleep on the wheel, and as long as they adapt, they're going to be huge beneficiaries of AI.

Yeah, a new company that they're solving the support problem.

One of them is going to be successful, but there's a thousand or two, but there's a thousands that are not.

So I'm not at the very early stages.

I don't trust my intuition enough to know which one of the thousand is going to be successful.

Yeah, so to be honest, I don't buy that either.

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